iShares Morningstar Multi-Asset Income ETF (IYLD) Institutional Ownership $20.98 +0.40 (+1.94%) As of 12:32 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for iShares Morningstar Multi-Asset Income ETF (BATS:IYLD)Number ofInstitutional Buyers(last 12 months)6TotalInstitutional Inflows(last 12 months)$762.83KNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$404.93K Get IYLD Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares Morningstar Multi-Asset Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data IYLD Institutional Buying and Selling by Quarter iShares Morningstar Multi-Asset Income ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/14/2025 NewEdge Advisors LLC2,803$58K0.0%-19.5%0.051% 7/17/2025 Fifth Third Securities Inc.10,196$212K0.0%N/A0.185% 5/16/2025 NewEdge Advisors LLC3,484$70K0.0%+77.9%0.060% 4/17/2025 Janney Montgomery Scott LLC10,076$202K0.0%-21.5%0.174% 2/17/2025 Ameriprise Financial Inc.15,042$293K0.0%+45.7%0.253% 2/14/2025 IHT Wealth Management LLC13,635$266K0.0%-44.9%0.229% 2/12/2025 JPMorgan Chase & Co.23,614$460K0.0%-2.8%0.397% 2/10/2025 Farther Finance Advisors LLC3,843$75K0.0%-53.9%0.065% 2/6/2025 Jones Financial Companies Lllp3,492$68K0.0%+688.3%0.059% 1/17/2025 Janney Montgomery Scott LLC12,828$250K0.0%-7.0%0.216% Get the Latest News and Ratings for IYLD and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares Morningstar Multi-Asset Income ETF and its competitors with MarketBeat's FREE daily newsletter. 11/25/2024 Wilmington Savings Fund Society FSB6,604$136K0.0%N/A0.111% 11/15/2024 IHT Wealth Management LLC24,726$511K0.0%+83.9%0.416% 7/15/2024 Fifth Third Securities Inc.15,150$301K0.0%+4.2%0.255% 10/24/2023 Cambridge Investment Research Advisors Inc.35,248$671K0.0%-2.0%0.500% 8/4/2023 Parallel Advisors LLC6,250$122K0.0%-44.4%0.089% 7/26/2023 Janney Montgomery Scott LLC16,707$326K0.0%-4.4%0.235% 7/13/2023 Cambridge Investment Research Advisors Inc.35,957$702K0.0%-3.4%0.506% 4/28/2023 Janney Montgomery Scott LLC17,484$337K0.0%-3.8%0.243% 4/25/2023 Parallel Advisors LLC11,250$217K0.0%N/A0.156% 2/10/2023 CoreCap Advisors LLC1,792$34K0.0%N/A0.000% 2/8/2023 Cambridge Investment Research Advisors Inc.48,116$913K0.0%-6.5%0.000% 2/1/2023 Janney Montgomery Scott LLC18,183$345K0.0%-34.0%0.000% 1/25/2023 Mayflower Financial Advisors LLC19,657$373K0.0%-27.7%0.000% 1/17/2023 FSC Wealth Advisors LLC2,303$44K0.1%N/A0.000% 11/14/2022 Kovack Advisors Inc.17,415$320K0.0%+7.7%0.000% 10/25/2022 Janney Montgomery Scott LLC27,532$505K0.0%+40.0%0.000% 10/17/2022 Cambridge Investment Research Advisors Inc.51,458$945K0.0%-8.4%0.000% 8/11/2022 CoreCap Advisors LLC1,792$36K0.0%N/A0.000% 8/8/2022 Baird Financial Group Inc.21,418$425K0.0%N/A0.000% 8/3/2022 Janney Montgomery Scott LLC19,671$390K0.0%-64.9%0.000% 8/2/2022 CX Institutional10,807$215K0.0%-4.9%0.000% 7/15/2022 Mayflower Financial Advisors LLC27,248$540K0.1%-7.1%0.000% 7/13/2022 Cambridge Investment Research Advisors Inc.56,149$1.11M0.0%-1.4%0.000% 5/4/2022 Janney Montgomery Scott LLC56,053$1.25M0.0%-7.0%0.000% 2/10/2022 Confluence Wealth Services Inc.1,212$29K0.0%N/A0.000% 2/8/2022 Retirement Planning Co of New England Inc.4,120$99K0.0%N/A0.000% 2/3/2022 Cambridge Investment Research Advisors Inc.60,663$1.46M0.0%-6.2%0.000% 1/27/2022 Janney Montgomery Scott LLC60,302$1.45M0.0%+141.6%0.000% 1/19/2022 AdvisorNet Financial Inc18,320$440K0.0%+3.4%0.000% 1/18/2022 Kovack Advisors Inc.21,865$525K0.1%-7.9%0.000% Trump’s betrayal exposed (Ad)Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma1/7/2022 Future Financial Wealth Managment LLC2,000$48K0.0%N/A0.000% 11/12/2021 OLD Mission Capital LLC34,915$836K0.0%+310.1%0.000% 11/12/2021 PSI Advisors LLC1,170$28K0.0%N/A0.000% 11/10/2021 CX Institutional46,068$1.10M0.1%+367.1%0.000% 11/2/2021 Cambridge Investment Research Advisors Inc.64,668$1.55M0.0%-10.3%0.000% 10/29/2021 Janney Montgomery Scott LLC24,960$598K0.0%+3.8%0.000% 10/15/2021 AdvisorNet Financial Inc17,720$424K0.0%-5.3%0.000% 10/6/2021 IFP Advisors Inc2,808$75K0.0%-16.8%0.000% 8/13/2021 Steward Partners Investment Advisory LLC8,534$206K0.0%-9.4%0.000% 8/13/2021 OLD Mission Capital LLC8,514$206K0.0%-47.4%0.000% 8/10/2021 Cambridge Investment Research Advisors Inc.72,096$1.74M0.0%+7.5%0.000% (Data available from 1/1/2016 forward) IYLD Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of IYLD shares? During the previous two years, 10 institutional investors and hedge funds held shares of iShares Morningstar Multi-Asset Income ETF. The most heavily invested institutionals were Cambridge Investment Research Advisors Inc. ($671K), JPMorgan Chase & Co. ($460K), Ameriprise Financial Inc. ($293K), IHT Wealth Management LLC ($266K), Fifth Third Securities Inc. ($212K), Janney Montgomery Scott LLC ($202K), and Wilmington Savings Fund Society FSB ($136K).Learn more on iShares Morningstar Multi-Asset Income ETF's institutional investors. Which institutional investors have been buying iShares Morningstar Multi-Asset Income ETF's stock? The following institutional investors have purchased iShares Morningstar Multi-Asset Income ETF's stock in the last 24 months: IHT Wealth Management LLC ($11.28K), Fifth Third Securities Inc. ($10.81K), Wilmington Savings Fund Society FSB ($6.60K), Ameriprise Financial Inc. ($4.72K), Jones Financial Companies Lllp ($3.05K), and NewEdge Advisors LLC ($1.53K). How much institutional buying is happening at iShares Morningstar Multi-Asset Income ETF? Institutional investors have bought a total of 37,371 shares in the last 24 months. This purchase volume represents approximately $762.83K in transactions. Which of iShares Morningstar Multi-Asset Income ETF's major shareholders have been selling company stock? The following institutional investors have sold iShares Morningstar Multi-Asset Income ETF stock in the last 24 months: IHT Wealth Management LLC ($11.09K), Farther Finance Advisors LLC ($4.49K), Janney Montgomery Scott LLC ($3.71K), NewEdge Advisors LLC ($681.00), and JPMorgan Chase & Co. ($680.00). How much institutional selling is happening at iShares Morningstar Multi-Asset Income ETF? Institutional investors have sold a total of 20,651 shares in the last 24 months. This volume of shares sold represents approximately $404.93K in transactions. 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